New quotation
Start with who it's for and what the project is. You can change any of this later.
- 1Client details
- 2Quote builder
- 3BOQ
- 4Summary
- 5Quotation
Choose items
Tick what each room needs and pick finishes. The Quote builder then opens with only these items — work, specification and rate filled in.
- ✓Client details
- ✓Choose items
- 3Quote builder
- 4BOQ
- 5Summary
- 6Quotation
BOQ
Every item, room by room. Check quantities and specifications before you build the quotation.
Summary
Where the money goes, and anything worth fixing before the client sees it.
By room
By trade
Before you send
Internal notes
For you and your team. Not printed on the quotation.
Quotation
This is exactly what your client receives. Adjust pricing and wording on the right.
Guest PDF includes BOQBuddy branding. Create a free account for a clean PDF and Excel.
Versions
Every revision of this quotation, and what changed between them.
History
Compare
Clients
Every client, project and quotation you’ve made, in one place.
Drafts to finish
Master Data
Your rate library. Every item here shows up in the Trade and Work lists in the Quote Builder.
Settings
Your company details and quotation defaults. Changes save automatically and apply to every quotation.
Company
Printed at the top of every quotation.
Branding
How your quotations look.
PNG, JPG, WEBP or SVG, under 1.5 MB. A transparent background looks best.
Quotation defaults
Used for new quotations. You can still change them on each quotation.
One term per line. Numbers are added automatically.
Make list
Approved brands, printed with every quotation as “List of approved makes”. You can switch it off on the Quotation page.
Preview
Top of your quotation.
Backup
Download a copy of your quotations, clients and settings as one file, for your records. Master Data isn’t included.
Account
Your quotations, clients, rate library and settings are saved to your account and available on every device you sign in to.